Acorn Wealth Advisors’s WisdomTree Artificial Intelligence and Innovation Fund WTAI Stock Holding History

Acorn Wealth Advisors’s Portfolio WTAI Stock Details WTAI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$433K	Buy	+9,132	New	+$361K	0.11%	176
2025 Q2	–	Sell	-12,773	Closed	-$243K	–	264
2025 Q1	$243K	Sell	12,773 -443	-3%	-$9.76K	0.1%	201
2024 Q4	$291K	Buy	13,216 +92	+0.7%	+$1.97K	0.12%	173
2024 Q3	$262K	Hold	13,124	–	–	0.11%	186
2024 Q2	$274K	Buy	+13,124	New	+$264K	0.14%	156

Other funds holding WTAI

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

HWM

Horizon Wealth Management La Grange, Illinois $785M AUM 33.76% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Hancock Prospecting West Perth, Australia $5.71B AUM 63.42% 1-Year Est. Return

ASN

Advisory Services Network Atlanta, Georgia $8.83B AUM 38.5% 1-Year Est. Return

Quattro Advisors Pittsburgh, Pennsylvania $150M AUM

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Acorn Wealth Advisors's WTAI Position: Q2 2026 in Review

Acorn Wealth Advisors opened a new position in WisdomTree Artificial Intelligence and Innovation Fund (WTAI) in Q2 2026: 9,132 shares worth $433K. The stake represents 0.11% of the portfolio and ranks #176 among its holdings. This is a return to the name: Acorn Wealth Advisors previously reported a position in WTAI as recently as Q1 2025.

Acorn Wealth Advisors first reported a position in WTAI in Q2 2024 and has held it in 5 quarters since. 159 funds tracked by Wall St. Rank hold WTAI as of Q2 2026.

Acorn Wealth Advisors held 9,132 shares of WisdomTree Artificial Intelligence and Innovation Fund worth $433K as of Q2 2026.
WisdomTree Artificial Intelligence and Innovation Fund was a new Acorn Wealth Advisors position in Q2 2026.
WisdomTree Artificial Intelligence and Innovation Fund made up 0.11% of Acorn Wealth Advisors's portfolio in Q2 2026, its #176 holding.
Acorn Wealth Advisors first reported a position in WisdomTree Artificial Intelligence and Innovation Fund in Q2 2024 and has held it in 5 quarters since.
159 funds tracked by Wall St. Rank held WisdomTree Artificial Intelligence and Innovation Fund as of Q2 2026.

Based on Acorn Wealth Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.